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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (72209)	1/30/2023 8:02:35 AM
From: E_K_S	Read Replies (2) \| Respond to of 78476

Inflation & the Fed I am still expecting Stagflation as the end game. I wonder how deep inflation is embedded into the economy. Every service I look at cost more especially anything that has to do with the home. Much of this is due to higher labor costs. Both BXC & BLD are home related new position I started buying 9/2022 and finally tracking higher. Bluelinx Holdings Inc (BXC) Bluelinx Holdings is the largest distributor of building products in the United States. BlueLinx distributes products to more than 11,700 customers through its network of warehouses and third-party operated warehouses. Topbuild Corp (BLD) TopBuild Corp. is an installer and distributor of insulation and other building products to the U.S. construction industry. The company has two reportable segments: Installation (TruTeam) and Distribution (Service Partners).The Installation segment installs insulation and other building products through the TruTeam contractor services business. -------------------------------------------------------------- Both positions small and recent sales of high cost shares bring my avg cost lower; BLD +20% while BXC +8% from 9/2022. Continue to hold as I see both companies as reasonable value holds that generate good FCF. I do wonder if BLD fees will increase w/ the cost of labor increasing.